ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 103 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $926,690 | +4.5% | 37,855 | +7.0% | 0.05% | +10.6% |
| Q2 2023 | $887,050 | +1.7% | 35,390 | +3.3% | 0.05% | -6.0% |
| Q1 2023 | $872,642 | +8.1% | 34,275 | +6.4% | 0.05% | +4.2% |
| Q4 2022 | $807,540 | +18.9% | 32,205 | +15.7% | 0.05% | +11.6% |
| Q3 2022 | $679,000 | -0.3% | 27,835 | +2.8% | 0.04% | +4.9% |
| Q2 2022 | $681,000 | -0.1% | 27,065 | +0.9% | 0.04% | +17.1% |
| Q1 2022 | $682,000 | -7.3% | 26,825 | -1.5% | 0.04% | 0.0% |
| Q4 2021 | $736,000 | +34.1% | 27,235 | +33.9% | 0.04% | +20.7% |
| Q3 2021 | $549,000 | +22.8% | 20,340 | +23.4% | 0.03% | +20.8% |
| Q2 2021 | $447,000 | +14.0% | 16,480 | +13.2% | 0.02% | +4.3% |
| Q1 2021 | $392,000 | -16.4% | 14,554 | -15.3% | 0.02% | -20.7% |
| Q4 2020 | $469,000 | +55.8% | 17,180 | +54.4% | 0.03% | +38.1% |
| Q3 2020 | $301,000 | +52.0% | 11,130 | +50.6% | 0.02% | +40.0% |
| Q2 2020 | $198,000 | +842.9% | 7,390 | +829.6% | 0.02% | +650.0% |
| Q1 2020 | $21,000 | – | 795 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 67,124 | $1,833,000 | 0.70% |
| Prism Advisors, Inc. | 43,608 | $1,191,000 | 0.45% |
| CGN Advisors LLC | 23,603 | $645,000 | 0.26% |
| Peloton Wealth Strategists | 12,000 | $328,000 | 0.16% |
| WRAPMANAGER INC | 13,154 | $359,000 | 0.10% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 171,141 | $4,675,000 | 0.07% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 44,815 | $1,224,000 | 0.06% |
| First National Bank of South Miami | 1,653 | $45,000 | 0.04% |
| MASSMUTUAL TRUST CO FSB/ADV | 25,306 | $691,000 | 0.04% |
| Sandy Spring Bank | 17,180 | $469,000 | 0.03% |